Ryan Taleghani
Ryan Taleghani is a registered investment advisor at Peninsula Equity Capital, based in San Carlos, CA, with 7 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.70% |
| $2.5M+ | 0.60% |
PEC can negotiate a different fee rate for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Location
San Carlos, CA
Get directionsHistory
Regulatory History (3)
Regulatory
November 2024Employment Separation After Allegations
August 2023Customer Dispute
April 2020Other Business Activities
Ryan is a partner at TZ Ventures LLC, a real estate company, spending a few hours per week on property management. He also spends a few hours per week selling personal items on eBay.
Employment History
Current Registrations
Peninsula Equity Capital
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.